President, Life Insurance Broker, Bank On Yourself Professional,
Certified Financial Fiduciary® (CFF)
Joe is a Certified Financial Fiduciary® with over 10 years in the insurance and financial services industry. He holds a BA from The Ohio State University in Communications and is a Bank On Yourself Professional. In 2015 he started his own firm, Intelliplan Financial. His practice is dedicated to foundational retirement planning and teaches clients new strategies outside of the traditional retirement income planning box that stabilize and protect their financial futures. Joe strives to help manage any market volatility with the strategies provided so clients can feel confident and reach their retirement income goals.
Joe has helped his clients grow and preserve their wealth by helping them take control and reach their retirement income goals without taking unnecessary risks.
Joe is one of only 200 life insurance agents in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Professional. He was also inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.
Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.
The CFF® certification is a professional designation provided by the National Association of Certified Financial Fiduciaries (NACFF), Charlotte, NC. To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance. The individual must complete a 1-day training course and pass the Program Assessment. The program educates professional advisors about the laws, rules and regulations that determine when the individual is acting as a fiduciary. 10 Annual Continuing Education Hours must be completed to renew the certification. The continuing education keeps the individual up to date on the fiduciary rules.
Chief Operating Officer
Whitney is responsible for managing the company's daily operations and reporting them to the President, as well as assists as a partner in the strategic planning of the company.
She is also responsible for the complete marketing and promotion of the company and oversees client relations, website, and CRM.
Whitney is a graduate of The Ohio State University with a Bachelor of Science in Human Ecology degree and a minor in Business. Her professional experience is in sales, marketing and fashion merchandising. Whitney lives in the Columbus, Ohio area with her husband and daughter.
Investment Adviser Representative, Bank On Yourself Professional
John has been a licensed life insurance and annuity professional and a Bank On Yourself® Professional since 2012. He is licensed to practice in most of the western states including, WA, OR, CA, ID, MT, NV, CO, and HI. He is also licensed as a registered Investment Advisor Representative (series 65) in WA State. As a fiduciary advisor he can serve his clients with a full range of wealth management and investment advisory services, focusing on helping clients achieve all of their financial objectives without taking unnecessary risks.
John is author of The Essential Guide to College Financial Planning – How to pay for college without going broke.
John is one of only 200 life insurance agents in the country who have successfully completed the rigorous training program and continuing education requirements to become Bank On Yourself Professional.
John lives in the Vancouver, WA area and when he’s not working, you may find him on a sailboat somewhere around the Puget Sound, although preferably not at the same time! John is also active in the community, including Wind River Search and Rescue, of which he is a past-president, and has served as a Washington State reserve sheriff deputy.
Client Support Specialist
Molly enjoys helping with the daily office operations, handling all appointment scheduling, creating and maintaining relationships with clients and prospective clients and serving as a liaison with our carriers.
She has an interest in taking care of the clients’ needs by providing and delivering professional, helpful, high quality service and assistance before, during, and after clients’ needs are met.
Molly comes to us with 8 years in the insurance industry and is the owner of DoveTail Consulting in Columbus, Ohio. She specializes in helping small business owners with various insurance needs, including heath care plans, international travel solutions and disability coverage.
Molly is a graduate of Otterbein University with a Bachelor of Equine Science degree, received her Paralegal Certification from Capital University Law School and has an ARM designation (Associate in Risk Management). She lives in the Columbus, Ohio area with her husband and two kids, and enjoys photography and scrap-booking.